Consumer Discretionary SPDR shares owned by Oxford Financial
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Oxford Financial
from 13F filings
Historical chart of Oxford Financial investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Oxford Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19k | 78 | 239.64 |
| 2025-06-30 | $17k | 78 | 217.33 |
| 2025-03-31 | $15k | 78 | 197.46 |
| 2024-12-31 | $18k | 78 | 224.35 |
| 2024-09-30 | $16k | 78 | 200.37 |
| 2024-03-31 | $14k | 78 | 183.88 |
| 2023-12-31 | $14k | 78 | 178.81 |
| 2023-06-30 | $7.5k | 44 | 169.82 |
| 2023-03-31 | $6.6k | 44 | 149.55 |
| 2022-06-30 | $239k | 1.7k | 137.28 |
| 2022-03-31 | $917k | 5.0k | 184.99 |
| 2021-12-31 | $1.0M | 5.0k | 204.36 |
| 2021-09-30 | $237k | 1.3k | 179.41 |